Configure Expense PDF Report Templates Customers who use Emburse Enterprise’s latest PDF report may customize certain aspects of expense PDF reports via the Entities Admin Screen.The first step is to create the Expense PDF Report Template entity type. Then follow the directions below to add the entities required for each type of customization. Create Expense PDF Report Template In order to make modifications to Expense PDF reports, you will need to create a template entity type. This will allow you to add and customize entities in order to customize the PDF's appearance (see below). 1. Click ADMIN SETTINGS > MASTER DATA > ENTITIES. 2. Click the blue + button to the right of "Entity Types" and enter the following: Name: Expense PDF Report Template Description: Expense PDF Report Template Code: PdfFormat_default Sort Order: Use the Sort Order drop-down to change the order in which this entity type will appear in the list. You may sort by Entity Name, Entity Code or Sort Order. 3. Check the Do Not Delete (from feed) box, click APPLY in the pop-up box, and then click SAVE. For more details on the Languages option, see "Add and Edit Entity Type Languages" in Entities Admin Screen. Add Approvers Section Admins may use entities to add an “Approvers” section to the PDF report above the Financial Summary that will display all prior approvers for that expense, the date on which they completed their approvals, and, if applicable, the name of the user for whom they were working as a delegate. If your organization uses an older custom version of Emburse Enterprise’s PDF report template, contact us via Support to have the Prior Approver section added to your template so that you may customize it. 1. On the Entities admin screen, use the search box to find the required "Expense PDF Report Template" entity type. If it does not yet exist, see Create Expense PDF Report Template, above. 2. On the Expense PDF Report Template preview screen, click the blue + button in the Entities grid in the lower half of the screen. 3. Add the following entity: Name: Show Prior Approvers Code: SHOW_PRIOR_APPROVERS Extra Data 1: TRUE Leave the other fields blank. Check Do Not DELETE (from feed), click APPLY in the pop-up box, and then click SAVE. Show Header UDAs Admins may use entities to show Header UDAs (user-defined data) on expense PDFs just as they appear in standard approval emails. 1. On the Entities admin screen, use the search box to find the required "Expense PDF Report Template" entity type. If it does not yet exist, see Create Expense PDF Report Template, above. 2. On the Expense PDF Report Template preview screen, click the blue + button in the Entities grid in the lower half of the screen. 3. Add the following entity: Name: Show Header UDAs Code: SHOW_HEADER_UDA Extra Data 1: TRUE Leave the other fields blank. Check Do Not DELETE (from feed), click APPLY in the pop-up box, and then click SAVE. Hide Line-Item UDAs Admins may use entities to hide specific line-item UDAs (user-defined data) on expense PDFs. 1. On the Entities admin screen, use the search box to find the required "Expense PDF Report Template" entity type. If it does not yet exist, see Create Expense PDF Report Template, above. 2. On the Expense PDF Report Template preview screen, click the blue + button in the Entities grid in the lower half of the screen. 3. Add the following entity: Name: Exclude Line Item UDA Code: ExcludeLineItemUDA Extra Data 1: This should list all the Entity Type Codes that should NOT be shown, separated by commas. Example: UseTax,EventName,isActivity,CostCode,Number_Show Leave the other fields blank. Check Do Not DELETE (from feed), click APPLY in the pop-up box, and then click SAVE. Was this article helpful? Yes No